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Portfolio (Quarterly) Guide ↗

Delta Wealth Advisors LLC

· CIK 0001970701
13F Portfolio $140M AUM 46 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 19 Added 18 Reduced 1 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 5,129.0 $1.5M 1.06% $289.38 +10.5%
22 ISHARES TR 66,767.0 $1.5M 1.06% +13K +24.8% $22.14
23 JPM JPMORGAN CHASE & CO Financial Services 3,477.0 $1.1M 0.81% +2K +95.8% $327.29 +9.3%
24 SPSM SPDR SERIES TRUST 19,671.0 $1.1M 0.81% +2K +8.5% $57.67 -1.9%
25 LLY ELI LILLY & CO Healthcare 935.0 $1.1M 0.80% -4K -80.3% $1199.43 -2.2%
26 SPYM SPDR SERIES TRUST 11,802.0 $1.0M 0.74% +601.0 +5.4% $87.88 +3.1%
27 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,286.0 $960K 0.69% -265.0 -17.1% $746.77 +3.0%
28 EUSA ISHARES INC 7,800.0 $891K 0.64% -112.0 -1.4% $114.19 +3.2%
29 RVT ROYCE SMALL CAP TRUST INC Financial Services 40,866.0 $755K 0.54% $18.47 +0.7%
30 GOOGL ALPHABET INC Communication Services 1,851.0 $661K 0.47% +132.0 +7.7% $357.37 -3.0%
31 SHYG ISHARES TR 14,030.0 $595K 0.42% +3K +23.8% $42.41 -0.3%
32 NVDA NVIDIA CORPORATION Technology 2,884.0 $577K 0.41% +35.0 +1.2% $200.09 +8.7%
33 MSFT MICROSOFT CORP Technology 1,397.0 $521K 0.37% +100.0 +7.7% $373.02 +37.7%
34 AMZN AMAZON COM INC Consumer Cyclical 1,573.0 $375K 0.27% -188.0 -10.7% $238.34 +11.8%
35 ABBV ABBVIE INC Healthcare 1,487.0 $374K 0.27% $251.64 +1.5%
36 MBB ISHARES TR 3,822.0 $361K 0.26% -2K -31.0% $94.52 -1.4%
37 IEFA ISHARES TR 3,628.0 $350K 0.25% -1K -25.9% $96.58 +4.0%
38 QVMT INVESCO EXCH TRADED FD TR II 4,781.0 $334K 0.24% -3K -41.1% $69.89 -6.7%
39 IEMG ISHARES INC 3,932.0 $326K 0.23% -978.0 -19.9% $82.84 -1.2%
40 BAB INVESCO EXCH TRADED FD TR II 11,501.0 $309K 0.22% -305.0 -2.6% $26.84 -1.9%
Page 2 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 32.4%
Technology 29.3%
Healthcare 20.1%
Communication Services 7.5%
Consumer Cyclical 4.3%
Utilities 3.5%
Consumer Defensive 3.0%